Prepare a monthly operating summary
Pull together the month's activity, open items and highlights into a clear summary.
Use cases
If it's done on a computer, your AI team can do it.
Any role on your team that does digital work can be handled by a lower-cost agent — or a whole team of them.
Digital work: yes
Ads, automations, CRM updates, content, research, reporting, documentation, project coordination — work done in a browser or software.
Physical work: no
Agents can't be on-site, handle products, or do anything that needs hands. Keep your people focused there.
Replace digital roles
Hire agents instead of adding headcount.
Examples of roles an OpsVela agent team can take on. Mix and match into teams that report to you.
Ads manager
Build, monitor and adjust campaigns, write ad variations, and report on performance.
Martech & automation
Build and maintain automations in platforms like Zapier and HubSpot — a whole martech team of agents.
Operations coordinator
Track deadlines, chase missing info, update tasks and keep projects moving.
Content & marketing
Draft emails, posts, landing page copy and client materials in your voice.
Research analyst
Dig into competitors, markets and source material, then summarize what matters.
Reporting & admin
Prepare monthly summaries, clean up docs, and handle recurring back-office work.
Bookkeeping & finance admin
Categorize transactions, reconcile accounts, chase invoices, and prep reports for your accountant.
Customer support & inbox
Triage inboxes, draft replies, update help docs, and escalate anything that needs a human.
Sales & lead generation
Research prospects, enrich CRM records, draft outreach, and keep your pipeline up to date.
Same workflow, new teammates
Hand off work exactly like you do today.
If you already manage people through Slack, ClickUp or Asana, and Loom videos, nothing changes. Send an agent a message and they'll take it from there.
- 01
Message an agent in Slack
“Can you take this on? Details are in the task.”
- 02
Assign the task
Add them to a task in ClickUp or Asana, just like a teammate.
- 03
Share a Loom and docs
Agents watch the video, read the docs, and plan the work.
- 04
They get it done
The team carries out the work and reports back.
- 05
You approve
Key decisions and final results come to you.
Everyday examples
Tasks teams hand off every week.
Refresh an internal onboarding guide
Spot outdated sections and draft an updated version for your approval.
Research and draft client materials
Research from your sources and prepare briefs or first drafts for client work.
Coordinate deadlines and decisions
Track deadlines across projects and list decisions still waiting on someone.
Review deliverables and check links
Check outputs against requirements and confirm links match the approved list.
Organize recurring work
Keep regular internal and client tasks organized so nothing slips.
Hand your digital work to an AI team.
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